Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1B
AUM Growth
+$3.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,480
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$73M
3
+$57.8M
4
UPS icon
United Parcel Service
UPS
+$52.5M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$36.1M

Top Sells

1
+$212M
2
+$144M
3
+$124M
4
CLX icon
Clorox
CLX
+$71.1M
5
MRK icon
Merck
MRK
+$65.2M

Sector Composition

1 Technology 18.08%
2 Healthcare 10.39%
3 Industrials 9.87%
4 Consumer Staples 8.27%
5 Financials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
$133K ﹤0.01%
4,469
+644
3127
$129K ﹤0.01%
19,408
+1,651
3128
$127K ﹤0.01%
12,198
-2,560
3129
$127K ﹤0.01%
43,442
-364,604
3130
$127K ﹤0.01%
+10,768
3131
$127K ﹤0.01%
263,660
+214,200
3132
$126K ﹤0.01%
16,846
-281
3133
$125K ﹤0.01%
+11,264
3134
$124K ﹤0.01%
25,839
3135
$124K ﹤0.01%
15,342
+42
3136
$123K ﹤0.01%
79,723
+62,333
3137
$122K ﹤0.01%
12,769
+2,003
3138
$122K ﹤0.01%
107,618
+9,338
3139
$122K ﹤0.01%
36,500
-9,500
3140
$120K ﹤0.01%
12,130
3141
$120K ﹤0.01%
11,669
+200
3142
$120K ﹤0.01%
+23,238
3143
$119K ﹤0.01%
19,089
3144
$119K ﹤0.01%
40,500
-2,819
3145
$119K ﹤0.01%
13,290
+1,649
3146
$118K ﹤0.01%
15,866
-278
3147
$118K ﹤0.01%
12,203
-9,071
3148
$115K ﹤0.01%
+10,739
3149
$115K ﹤0.01%
18,078
-4,247
3150
$114K ﹤0.01%
15,372
-5,755
124 125
126
127 128